Nicsa 2020 General Membership Meeting Virtual Conference

Escalent’s Linda York will be moderating the Distributors to Asset Managers: Examine Your Investment Product Life Cycle panel on October 8 at 3:30 PM EST.

Join Linda and the panelists for a deep dive into the life cycle – accumulation, preservation and distribution – of investment products from the distributor point of view. Prominent broker/dealers, platforms, and direct-to-investor distribution experts share diverse perspectives on target markets and the fund selection process. What’s on the horizon for SMAs, interval funds, annuities and mutual funds? What are the latest trends around ETFs and ESG investing? This panel of industry experts will explore how shareholder demographics, health and wellness are driving investor needs, how their businesses are responding, and how yours should be as well.

Visit the event page for more information on registering your firm at attending this virtual event.

 

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